Opinion

Han Dieperink
Opinion
September 1, 2026

The value of quality

Value and quality both generate excess returns in equities, but in many respects they are opposites…
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Edin Mujagic
Opinion
August 28, 2026

Tensions in Iceland and why they matter to the ECB

Things are getting tense in Iceland! Iceland? Isn’t this the ECB Watch column? Yes, it is. But we…
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Gertjan Verdickt
Opinion
August 24, 2026

The puzzle of the calm market

Investors often overreact to news. Yet all that overreaction does not necessarily make the stock…
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Wouter Weijand
Opinion
August 21, 2026

Scotch Bes

Scotch Bes is a new elixir designed to ease the burden of your debts. A few sips of this whisky will…
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Han Dieperink
Opinion
August 18, 2026

Financial innovation in Jackson Hole

Since 1982, central bankers and economists have gathered in Jackson Hole, Wyoming. This year’s…
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Han Dieperink
Opinion
August 11, 2026

Fuel for a bubble

Until Friday, the direction of travel seemed clear. Markets were pricing in a September rate hike by…
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Gertjan Verdickt
Opinion
August 10, 2026

Does your fund manager think like a household?

Ask an investor why they are buying a stock, and the answer is fairly predictable: the company is…
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Han Dieperink
Opinion
August 5, 2026

The tail wags the dog

History never repeats itself in financial markets, but it often rhymes.
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Jeroen Blokland
Opinion
August 3, 2026

Terry Smith is right about AI, that’s why we’re not changing anything

AI is changing the market. Technology giants such as Alphabet cannot escape the enormous investments…
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Edin Mujagic
Opinion
July 31, 2026

How not to deal with high inflation

When is a central bank fighting inflation too aggressively? A commonly used yardstick for answering…
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